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Portfolio (Quarterly) Guide ↗

Atom Investors LP

· CIK 0001738902
13F Portfolio $1.3B AUM Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 556 New
Page 10 of 28  ·  556 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 SANDISK CORP 9,468.0 $2.2M 0.18% NEW $237.38
182 APD AIR PRODS & CHEMS INC Basic Materials 9,047.0 $2.2M 0.18% NEW $247.02 +17.2%
183 TILE INTERFACE INC Consumer Cyclical 79,591.0 $2.2M 0.18% NEW $27.92 +3.2%
184 PLYMOUTH INDL REIT INC 101,266.0 $2.2M 0.18% NEW $21.88
185 GLUE MONTE ROSA THERAPEUTICS INC Healthcare 137,261.0 $2.2M 0.17% NEW $15.68 +20.0%
186 AEP AMERICAN ELEC PWR CO INC Utilities 18,275.0 $2.1M 0.17% NEW $115.31 +14.1%
187 CPT CAMDEN PPTY TR Real Estate 18,996.0 $2.1M 0.17% NEW $110.08 -2.4%
188 GH GUARDANT HEALTH INC Healthcare 20,383.0 $2.1M 0.17% NEW $102.14 +16.5%
189 CON CONCENTRA GROUP HOLDINGS Healthcare 105,549.0 $2.1M 0.17% NEW $19.68 +28.7%
190 PSKY PARAMOUNT SKYDANCE CORP Communication Services 154,782.0 $2.1M 0.17% NEW $13.40 -21.9%
191 SGRY SURGERY PARTNERS INC Healthcare 134,053.0 $2.1M 0.16% NEW $15.45 -13.3%
192 SEADRILL LTD 59,697.0 $2.1M 0.16% NEW $34.60
193 RPD RAPID7 INC Technology 135,154.0 $2.1M 0.16% NEW $15.20 -52.2%
194 HUM HUMANA INC Healthcare 8,003.0 $2.0M 0.16% NEW $256.13 +20.2%
195 WRBY WARBY PARKER INC Healthcare 94,048.0 $2.0M 0.16% NEW $21.79 +15.1%
196 HUBS HUBSPOT INC Technology 5,102.0 $2.0M 0.16% NEW $401.30 -49.7%
197 TJX TJX COS INC NEW Consumer Cyclical 13,148.0 $2.0M 0.16% NEW $153.61 +3.0%
198 RKT ROCKET COS INC Financial Services 103,955.0 $2.0M 0.16% NEW $19.36 -28.8%
199 DK DELEK US HLDGS INC NEW Energy 67,524.0 $2.0M 0.16% NEW $29.66 +47.3%
200 SPT SPROUT SOCIAL INC Technology 177,240.0 $2.0M 0.16% NEW $11.27 -39.5%
Page 10 of 28  ·  556 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Industrials 19.4%
Healthcare 18.4%
Consumer Cyclical 16.6%
Technology 14.5%
Financial Services 7.4%
Energy 6.1%
Consumer Defensive 4.8%
Basic Materials 4.5%
Utilities 3.7%
Communication Services 2.8%